37.2.512    SELF-SUFFICIENCY TRUSTS: REPORTING REQUIREMENTS

(1) A service provider, managing the purchase and delivery of supplemental services must provide an annual report to the department.

(2) The department must provide an annual report on an active individual self-sufficiency trust to the managing self-sufficiency trust corporation specifying the following:

(a) the name and address of the eligible beneficiary who received supplemental services;

(b) a description of the supplemental services provided;

(c) the amount of the supplemental services provided;

(d) the cost of the supplemental services provided; and

(e) information about the impact of the supplemental services on the beneficiary.

History: Sec. 53-2-201 and 53-18-103, MCA; IMP, Sec. 53-18-101, 53-18-102, 53-18-103, 53-18-104 and 53-18-105, MCA; NEW, 1995 MAR p. 1135, Eff. 5/26/95; TRANS, from SRS, 1996 MAR p. 2433.